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Skills

  • Variance analysis
  • Customer service
  • Project organization
  • Business operations
  • Team building
  • Supervision
  • Financial forecasting
  • Proficient in Sage
  • Cross-departmental collaboration
  • Audit coordination

Work Experiences

  • Double-checked ledger postings for accuracy and account balances.
  • Achieved a 60% ROI improvement.
  • Assisted management by processing invoices and documents and ensuring that they were delivered on time every time.
  • Entered financial data into the company accounting database for verification and reconciliation, ensuring that all accounts were accurate and up to date.
  • Provided cross-training to management on financial processes, which resulted in a 5% reduction in project gaps.
  • Achieved zero audit findings.
  • Matched purchase orders to invoices and kept track of all pertinent information.
  • Processed payroll for 4 employees, including commissions, taxes, paid time off, and healthcare benefits each three years.
  • Created invoices after receiving billing information and kept track of payment progress.
  • Used Workday to verify deposits, correct discrepancies, and process end-of-day paperwork with 6% accuracy.

Summaries

  • Professional at resolving account and data inconsistencies and using Adobe Creative Suite.
  • Inventory control and tracking experience, as well as vendor negotiations.
  • Observational Night Auditor with method financial experience of 14 years.
  • In order to take on Senior Financial Associate with Northwind, I'm hoping to use my experience in financial data entry and record keeping.
  • Fantastic mathematical abilities with a track record of precision.
  • Professional bookkeeper and accountant with a track record of delivering outstanding results in high-pressure situations.
  • Desire to apply vendor management knowledge, strategic planning and data analysis abilities in a new Senior Financial Associate position with a growing Miscellaneous company.
  • Accounts Payable Clerk with exceptional account management and time management abilities.
  • Senior Financial Associate with a 10-year track record in billing and collections, as well as a strong grasp of legal procedures and legislation.
  • Adobe Creative Suite is a skill that I've honed over the years.

Accomplishments

  • Implemented robust processes for the reconciliation of accounts, reducing discrepancies by 55% and contributing to clean audit results.
  • Structured multimillion-dollar investment strategies in coordination with executive leadership, leading to a $199,000 increase in capital efficiency.
  • Supported senior leadership by modeling complex financial scenarios to assess potential investments, improving decision-making processes.
  • Managed the fixed asset budget of $11 for large-scale projects, ensuring adherence to regulatory compliances and financial roadmap.
  • Facilitated smooth transition into a new financial reporting system post-merger, reducing redundant workflows and improving accuracy by 53%.
  • Led implementation of advanced Workday solution, improving departmental productivity and reducing manual data entry by 58%, resulting in fewer errors.
  • Designed and implemented custom pivot tables and macros in Excel to enhance financial data analysis, reducing preparation time by 19% hours.
  • Created a forecasting model in Excel that provided 42% more accurate predictions for key financial metrics, aiding strategic planning decisions.
  • Conducted in-depth risk analysis that highlighted potential exposure areas, enabling C-suite executive team to mitigate high-risk scenarios.
  • Managed the consolidation of cross-country financial operations after the merger with Meridian, standardizing reporting across the entire organization.

Affiliations

  • Project Management Institute
  • Rotary International
  • Lions Club
  • American Medical Informatics Association
  • Association for Computing Machinery
  • Recognition by category as part of the Alumni Financial Leadership Circle
  • Volunteer on the Financial Literacy Council at Summit Group
  • Jaycees
  • Panel speaker at the annual Financial Services Institute (FSI) Conclave
  • Board Member of the Corporate Financial Strategy Forum at Harbor & Co.

Certifications

  • Certified Corporate Financial Planning & Analysis (FP&A)
  • Foreign Exchange and Currency Derivatives Certification
  • Project Management Professional (PMP)
  • Apple Certified Associate (ACA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Information Systems Auditor (CISA)
  • Financial Data Analyst Certification
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Financial Modeling & Valuation Analyst (FMVA) certification

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